5 O'Clock Focus - Family Office Lite Model

In our classroom session dedicated to learning about our Family Office Lite Model, you’ll learn how to bring every key advisor you need- your AW advisor, preferred CPA, estate attorney, and realtor - together in one place. This integrated approach simplifies your financial life, streamlines communication, and ensures every part of your plan is working in sync. We’ll also discuss our transparent fee structure and break down the role each professional plays in helping you make smarter, more proactive decisions. Join us on December 1st from 5:00–6:00 PM to see why our Family Office Lite model is the perfect solution for individuals and business owners who want a coordinated, all-in-one support team. Enjoy drinks, great conversation, and practical insights you can put to use right away.

You may also like the following events from Ankerstar Wealth:

• Next month, 8th December, 05:00 pm, 5 O'Clock Focus - First Time Homeowners and Homeownership in Leander
• Next month, 15th December, 05:00 pm, 5 O'Clock Focus - Healthcare in All Stages of Life in Leander
• Next month, 22nd December, 05:00 pm, 5 O'Clock Focus - Bitcoin Update in Leander